Systems · 04
HubSpot and CRM
Setup, migration and automation. Built so every lead your marketing brings in lands, gets an owner and moves.
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What’s included
- HubSpot setup or clean-up: properties, pipelines, lifecycle stages and owners.
- Migration from Zoho, Salesforce, spreadsheets or another HubSpot portal, with deduplication.
- Automation: routing, reminders and nurture by lifecycle stage and by product.
- Reporting your team will actually open.
The joints it touches
Every joint this service sits on, and what we test at each one.
JointWhat we testWhen it slips
WCWebsite form to CRMEvery field lands on the right record. We submit test leads through every form before launch.A lead arrives with blank fields, or never arrives at all.
PCAd click to CRMAd platforms learn from applications and closed deals, not page views.Budget follows clicks that never become deals.
CICRM to your core softwareStatus changes flow between them within minutes, not once a night.People quote a status that is a day old.
OCOutbound reply to CRMEvery reply and booked call is logged against the contact, with consent on record.Two people call the same prospect, or nobody does.
Start with an audit.
Tell us where your leads come from and where they go next. We reply within one business day, and we say plainly if an audit isn’t the right first step.